Skip to content

How can we help you?

Managing Groups

This page covers on how to create and add groups.

On This Page

Creating Groups

  • 1
    Click on "People "on the left side of the navigation bar and click on “Groups”
  • 2
    Click on the “+ New” button in the upper right corner.
  • 3
    Add a name for the group and a description. (Group name is required)
  • 4
    Select the group type (i.e., General Group, Class, Small Group / Bible Study)
  • 5
    5. Optionally, select a Parent Group.

Add People to Group

  • Click on “People” icon on the left side of the navigation bar and click on “Groups”
  • Click the “View” button on the group you want to add people to.
  • Click the "Add Person to Group" button and begin typing in a name from the system.
  • 4
    Select the person from the list and indicate what roles the person will have in the group and click “Save”
  • 5
    If the person is a Leader, indicate the Leader’s Role by selecting the role or adding a new one.

Assign a Group Owner

  • 1
    Click on the “Calendar” icon from the left navigation menu.
  • 2
    Select “Check In” and click “Configure Check-in".
  • 3
    Click " Send Alert" on the upper right side of the page.
  • 4
    Type the message you want to send and select the Check In group or Check In location.
  • 5
    Names and phone number will be displayed for the recipient of the alert message.
  • 6
    Click "Send" once done.

Remove a Group Leader / User / Contact

  • 1
    Click on “People” icon on the left side of the navigation bar and click on “Groups”
  • 2
    Click “View” button on the group you want to edit.
  • 3
    Select the appropriate tab Leaders/Users/Contacts and choose the person to be removed.
  • 4
    Once the contact record is found, click the “Remove” button.

Delete a Group

  • 1
    Click on "People" on the left side of the navigation bar and click on “Groups”
  • 2
    Click the “ View” button next to the group you want to delete.
  • 3
    Click the “Delete Group” button.